Approve a product or service order in Order Management

  • Release version: Yokohama
  • Updated March 21, 2025
  • 1 minute to read

    • When an order is submitted, the next step is to review the order and approve it. Approved orders are ready to begin the fulfillment process in Order Management.

    Before you begin

    Role required: sn_ind_tmt_orm.order_approver

    Procedure

    1. In the Configurable Workspace, select the List view.
    2. Navigate to Customer Orders > All.
    3. Select the order that you want to review and approve.
      Orders ready for approval are in a Submitted state.
    4. Review the order line items and select an option.
      Image shows the order approval form used to review, update, and approve orders.
    Table 1. Options in Order Line Items page
    Options Description
    Approve Approve the order. The order is updated to In progress state while it is being validated, before it enters fulfillment.
    Reject Reject the order. The order state changes to Rejected. Rejected orders are made available to order agents to make changes and updates.
    Reprice Recalculate prices when updates are made to the order line items.
    New Add a new order line to the existing order.
    Revise item Make changes to selected order line items.
    Delete Delete selected order line items. The line items are deleted and the prices are recalculated.
    1. Select Approve.
      The order is approved and the order state changes to In progress.